Service Delivery and Documentation

Service Delivery and Documentation: Standard Operating Procedures

CR Behavior Analyst Workflow (SOP)

Maintain Learning Tree/ Session Data Sheet: Process of maintaining and updating Learning Trees and Session Data Sheets after the initial development of the Learning Tree and Session Data Sheet and data collection has started.
Quarterly Progress Report: CentralReach: Formal, mandatory clinical documentation workflow within CentralReach. This process utilizes the system's forms to require LBAs and BCaBAs to prepare and submit the official STATE Quarterly Progress Report template
Files Pending Signatures: Dedicated section or queue within a user's account that displays all documents that require their signature.
Timesheet Corrections: Workflow for correcting timesheets that have been deleted or edited.
Reassign Signature Request Files: Workflow for re-assigning the signee of a signature request file.
Provider Scheduling: The process of setting up student appointments within CentralReach, where each appointment is pre-configured with relevant service codes, rates, and service note requirements.
Converting Appointments/ Completing Timesheets: The process of verifying that a scheduled appointment actually took place as planned by attaching the required Session Documentation and verify the Start/End Times.
Provider Service Codes: A line of service on the IEP
Scheduling Issues: Issues when scheduling an appointment
Cancel/Delete or Changes in Appointments: Removing a previously scheduled session

Provider: Scheduling (SOP)

Scheduling: A student’s schedule of services
District Scheduling: The process of the District/State Staff setting up student appointments within CentralReach, for RBTs (and Behavior Analyst)
Provider Service Codes: A line of service on the IEP
Scheduling Issues: Issues when scheduling an appointment
Scheduling Individual Appointments (Non-IEP Services): A process for structuring Admin Time/Non-IEP Services which involves the BA creating appointments for each Non-IEP Service they deliver.
Behavior Analyst Full Day Assignment Workflow (Non-IEP Services): Behavior Analysts using Full Day Assignment Appointments reducing workload and streamlining service verification.
Special Circumstances for Authorizations & Scheduling: Specific procedural steps—such as multiple RBTs, or appointment overlapping— that involve non-standard ABA service delivery models.
Cancel/Delete or Changes in Appointments: Removing a previously scheduled session
ESY Authorization and Scheduling: A student’s IEP Services and Appointments during Extended School Year

Converting Appointments/ Completing Timesheets (SOP)

Provider Scheduling: The process of the provider their own appointments within CentralReach
Notes & Forms: Digital templates used to record and standardize all aspects of the service delivery process
Timesheet Correction: Workflow for correcting timesheets that have been deleted or edited.